Comprehensive Financial

Welcome! We are a leading financial planning firm offering a suite of services for individuals and b From our inception, we realized that our clients need more than quality products; they need convenience and service.

The clients' needs come first! Our solution was to develop an umbrella of financial services to encompass every facet of an individual's or business' economic well being. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Employee Benefits, Human Resources, Retirement Planning, Accounting, Insurance, Risk Management, Investments, Financial and Estate Planning.

Despite Market Turmoil, Retirement Savings Rates Hold Steady 11/28/2022

Despite Market Turmoil, Retirement Savings Rates Hold Steady

Despite Market Turmoil, Retirement Savings Rates Hold Steady Investors are sticking with their long-term savings goals even though markets have tumbled and account balances are down this year, according to new data from Fidelity.

Put Your Money Where Your Mouth Is - Investing With Purpose 11/25/2022

Put Your Money Where Your Mouth Is - Investing With Purpose

Put Your Money Where Your Mouth Is - Investing With Purpose Chouinard has long been vocal and active when it comes to environmental awareness, and his decision to have his company further these ambitions should come as no surprise.

11/24/2022

Happy Thanksgiving from all of us at Comprehensive Financial! We hope you have a wonderful day celebrating all there is to be thankful for!

Big Tech’s New Pitch: Digital Government Currencies 11/21/2022

Big Tech’s New Pitch: Digital Government Currencies

Big Tech’s New Pitch: Digital Government Currencies Today, more than 100 countries and monetary authorities, including the Federal Reserve and the European Central Bank, are exploring whether and how to digitize their currencies. And profits are at stake as companies jockey to bring these government-backed currencies to life and operate their technol...

The First Step to Creating Healthy Habits Is Smaller Than You Think 11/18/2022

The First Step to Creating Healthy Habits Is Smaller Than You Think

The First Step to Creating Healthy Habits Is Smaller Than You Think We will never wake up one morning and suddenly be the person we've always wanted to be. Changing our habits takes repeated, daily effort.

Legacy Planning, Long Term Care & Same Page Family Meeting 11/15/2022

Legacy Planning, Long Term Care & Same Page Family Meeting

Are you open with your family about money? Check out this video regarding the importance of keeping your family aware of your financial situation!
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Legacy Planning, Long Term Care & Same Page Family Meeting Are you open with your family about money? Check out this video regarding the importance of keeping your family aware of your financial situation! ...

Your Paycheck Next Year Will Be Affected by Inflation. Here’s How. 11/14/2022

Your Paycheck Next Year Will Be Affected by Inflation. Here’s How.

Your Paycheck Next Year Will Be Affected by Inflation. Here’s How. If you get a raise, you may not end up in a higher tax bracket. But more of your income may be subject to Social Security taxes. And you’ll probably pay more for health care.

11/11/2022

Yesterday, today, tomorrow, and forever we will be thankful for all of your hardships, bravery, and sacrifices so that we may live free. Happy Veterans Day from all of us at Comprehensive Financial!

Retirees Catch a Break With the Social Security COLA 11/11/2022

Retirees Catch a Break With the Social Security COLA

Retirees Catch a Break With the Social Security COLA A 35-year-old index shows how inflation for the elderly has gone from above to below average.

How to Plan for Medical Expenses in Retirement 11/07/2022

How to Plan for Medical Expenses in Retirement

How to Plan for Medical Expenses in Retirement Health care costs can skyrocket as you get older. Here's how to plan.

These Are the Top Tax Filing Mistakes Made by Small Business Owners (and How to Avoid Them) 11/04/2022

These Are the Top Tax Filing Mistakes Made by Small Business Owners (and How to Avoid Them)

These Are the Top Tax Filing Mistakes Made by Small Business Owners (and How to Avoid Them) Avoiding these common tax filing errors can save your business time and money in the long run.

I’m Young. Why Should I Care About Social Security? 10/31/2022

I’m Young. Why Should I Care About Social Security?

I’m Young. Why Should I Care About Social Security? One reason: You pay for it. And, despite what many Americans believe, it’s “definitely a misconception” that it will run out before you retire, experts say.

How Your IRA Can Help Ensure Your Retirement Savings Last As Long As You Do 10/28/2022

How Your IRA Can Help Ensure Your Retirement Savings Last As Long As You Do

How Your IRA Can Help Ensure Your Retirement Savings Last As Long As You Do The little-known QLAC might help you achieve several retirement finance goals.

6 Ways to Push Your Limits and Accomplish Things You Never Thought Possible 10/24/2022

6 Ways to Push Your Limits and Accomplish Things You Never Thought Possible

6 Ways to Push Your Limits and Accomplish Things You Never Thought Possible The most successful have perfected these six tactics.

Tax Secrets of Health Savings Accounts 10/21/2022

Tax Secrets of Health Savings Accounts

Tax Secrets of Health Savings Accounts Sure, HSAs can be used for medical expenses. But they can also be great rainy-day funds, retirement accounts that outstrip IRAs and 401(k)s, and tax-free accounts for twenty-somethings still on their parents’ health insurance.

2022 Year-End Financial Checklist 10/17/2022

2022 Year-End Financial Checklist

2022 Year-End Financial Checklist Fixating on short-term performance is not constructive. Instead, review these pragmatic strategies to make the most of this challenging market.

Foundation Assets & Managing Investment Risk 10/15/2022

Foundation Assets & Managing Investment Risk

Is your portfolio risky? Here are some tips on building a strong financial foundation!
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Foundation Assets & Managing Investment Risk Is your portfolio risky? Here are some tips on building a strong financial foundation! ...

Americans Now Paying 15% More On Mortgage Payments Compared To Last Month As Rates Surge 10/14/2022

Americans Now Paying 15% More On Mortgage Payments Compared To Last Month As Rates Surge

Americans Now Paying 15% More On Mortgage Payments Compared To Last Month As Rates Surge Mortgage payments are 50% higher than a year ago as mortgage rates sit at their highest level since 2006.

The Top 5 IRA Reminders For Year-End 2022 10/10/2022

The Top 5 IRA Reminders For Year-End 2022

The Top 5 IRA Reminders For Year-End 2022 If you miss your RMD deadline, you will owe the IRS an excise tax of 50% of any shortfall.

The lawless world of crypto scams 10/07/2022

The lawless world of crypto scams

The lawless world of crypto scams Fraudsters took advantage of the hype during the pandemic to prey on individuals — exposing a gaping hole in consumer protections.

What Does A Boom And Bust Cycle Mean For Your Personal And Business Planning? 10/03/2022

What Does A Boom And Bust Cycle Mean For Your Personal And Business Planning?

What Does A Boom And Bust Cycle Mean For Your Personal And Business Planning? A boom and bust cycle refers to the alternating periods of economic growth and decline during a business cycle. This cyclical process of economic expansion and contraction consists of four phases, which can affect personal or business finances in different ways.

Not Hitting Your Goals? Here's How to Know If You Should Change Tactics or Strategy 09/30/2022

Not Hitting Your Goals? Here's How to Know If You Should Change Tactics or Strategy

Not Hitting Your Goals? Here's How to Know If You Should Change Tactics or Strategy If your team is struggling to reach business goals, troubleshoot your processes with a closer look at the tactics, strategies and the goals themselves.

The Rule of 72: Definition, Usefulness, and How to Use It 09/26/2022

The Rule of 72: Definition, Usefulness, and How to Use It

The Rule of 72: Definition, Usefulness, and How to Use It The Rule of 72 is a quick, useful formula that is popularly used to estimate the number of years required to double the invested money at a given annual rate of return. Here's how it works.

From Kiplinger: With High Inflation, Should You Break the 4% Rule? 09/23/2022

From Kiplinger: With High Inflation, Should You Break the 4% Rule?

From Kiplinger: With High Inflation, Should You Break the 4% Rule? Retirees: view the 4% rule as a guideline, not something that's engraved in stone.

How to Handle Required Withdrawals From Retirement Accounts 09/19/2022

How to Handle Required Withdrawals From Retirement Accounts

How to Handle Required Withdrawals From Retirement Accounts In this month’s Ask Encore: Some helpful tips on tapping retirement accounts, as holders must eventually do.

5 tips for retiring in a volatile market 09/16/2022

5 tips for retiring in a volatile market

5 tips for retiring in a volatile market Volatility, rising interest rates and high inflation have investors worried about their retirement funds and wondering what they can do to weather the storm.

Budgeting and Tracking Spending 09/15/2022

Budgeting and Tracking Spending

Spending too much? Get your finances back on track by following this tip!
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Budgeting and Tracking Spending Spending too much? Get your finances back on track by following this tip! ...

Biden’s Student Loan Forgiveness Plan: Who Qualifies, and How Much Debt Will Be Canceled? 09/09/2022

Biden’s Student Loan Forgiveness Plan: Who Qualifies, and How Much Debt Will Be Canceled?

Biden’s Student Loan Forgiveness Plan: Who Qualifies, and How Much Debt Will Be Canceled? What the president’s plan means for the millions of Americans with student debt

5 Lessons We Can Learn From Self-Made Millionaires 09/05/2022

5 Lessons We Can Learn From Self-Made Millionaires

5 Lessons We Can Learn From Self-Made Millionaires Millionaires have it all figured out, right? Learn from this list of lessons from self-made millionaires.

09/05/2022

Happy Labor Day from all of us at Comprehensive Financial!

How to Catch Up on Retirement Savings at Any Age 09/02/2022

How to Catch Up on Retirement Savings at Any Age

How to Catch Up on Retirement Savings at Any Age Americans are trillions of dollars behind on saving. Experts have a few suggestions on how to make up for lost time.

08/31/2022

After completing 7 core modules, DJ has received his Certified Financial Planner certificate. He is now getting ready for the comprehensive exam in November to earn the Prestigious CFP designation….
🎊Congratulations and Good Luck DJ!!!

The Stock Market Calls The End Of The “Recession” 08/29/2022

The Stock Market Calls The End Of The “Recession”

The Stock Market Calls The End Of The “Recession” Stock market prices signal that after the dormant first-half, big investors are backing up the truck on stocks again.

3 Strategies To Create Wealth and Build a Legacy 08/26/2022

3 Strategies To Create Wealth and Build a Legacy

3 Strategies To Create Wealth and Build a Legacy If what you've been trying for success hasn't worked, it might be time to reconsider your approach and follow these three wealth-building strategies.

Legacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy. 08/22/2022

Legacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy.

Legacy Planning Can Be Tricky. How to Divide Your Estate and Keep Heirs Happy. Legacy planning often goes beyond the tangible and heirlooms, and it can be tough since it means discussing two sticky subjects: death and money.

Is It a Good Time to Convert a Traditional IRA to a Roth IRA? 08/19/2022

Is It a Good Time to Convert a Traditional IRA to a Roth IRA?

Is It a Good Time to Convert a Traditional IRA to a Roth IRA? Such conversions are more appealing when markets are down. But there are other factors to consider, especially if you are close to retirement.

Guide to Economic Recession 08/15/2022

Guide to Economic Recession

Guide to Economic Recession The U.S. has experienced 34 recessions since 1854. Only five have occurred since 1980. Here's some research from Investopedia on past recessions and what to expect.

Real World Socially Responsible Investment / ESG Investment Selection 08/15/2022

Real World Socially Responsible Investment / ESG Investment Selection

Finding an ESG investment that aligns with your values can be difficult. Here is some information about the importance of screening your investments!
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https://lnkd.in/eFp_qRZ9

Real World Socially Responsible Investment / ESG Investment Selection Finding an ESG investment that aligns with your values can be difficult. Here is some information about the importance of screening your investments!...

IRS Changes Guidelines for Inherited IRAs, Causing Confusion and Pushback 08/12/2022

IRS Changes Guidelines for Inherited IRAs, Causing Confusion and Pushback

IRS Changes Guidelines for Inherited IRAs, Causing Confusion and Pushback Some choose to take a big tax hit now rather than deal with 10 years of calculations.

Inflation And Retirement: Steps To Lessen Inflation Impact 08/08/2022

Inflation And Retirement: Steps To Lessen Inflation Impact

Inflation And Retirement: Steps To Lessen Inflation Impact There's good news and bad news when it comes to how inflation impacts retirees. Learn how retirees can lessen the impacts of inflation.

Videos (show all)

Yesterday, today, tomorrow, and forever we will be thankful for all of your hardships, bravery, and sacrifices so that w...
Happy Labor Day from all of us at Comprehensive Financial!
Home of the free, because of the brave. Happy 4th of July from all of us at Comprehensive Financial!
For all the mothers and the mothers-at-heart, thank you for your care and kindness! Happy Mother’s Day from all of us at...
May your pot stay full of gold and the luck of the Irish be with you! Happy Saint Patrick’s Day from all of us at Compre...

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86 Carleton Avenue
East Islip, NY
11730

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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